VCs debate the CRM-Anthropic deal: the agent layer, not distribution, decides app software's fate
walnutavevalue · x · 2026-09-10
An industry debate over the CRM-Anthropic deal: one investor argues application software's risk isn't extinction but missing the agent layer—"the entirety of the growth market"—while another counters that distribution matters most. Critics note existing CRM is a bad data store for agent apps, forcing a virtualized rebuild of the CRM data layer.
Related event: Investors Debate: SaaS Risk Is Not Extinction but Missing the Agent Layer(24 posts)→
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